FTEC vs IGM overlap - what they share and where they differ

FTEC and IGM share 68.9% of their weight across 233 common positions, read from what each fund reported to the SEC.

Each week Ploutos reads the reported positions of the largest US equity ETFs and measures, pair by pair, the weight they share: for every stock both funds hold, the smaller of the two weights counts. Two funds tracking the same index land near 100%. A sector fund inside a broad index fund lands at roughly that sector's weight.

FTEC and IGM

68.9%

233 shared positions

FTEC

Fidelity MSCI Information Technology Index ETF

Reported positions cover 100% of the fund, 272 positions · Apr 30, 2026

Top 10: 58.7%·Holdings of FTEC

IGM

iShares Expanded Tech Sector ETF

Reported positions cover 100% of the fund, 273 positions · Jun 30, 2026

Top 10: 58.1%·Holdings of IGM

Reported positions cover FTEC 100%, IGM 100% of each fund. An overlap cannot exceed the smaller coverage, so a low figure can mean little overlap or thin reporting.

IGM vs FTEC side by side

FTECFidelity MSCI Information Technology Index ETF

272

stock positions reported to the SEC

1.8% of its weight is in 39 names IGM does not hold

IGMiShares Expanded Tech Sector ETF

273

stock positions reported to the SEC

17.4% of its weight is in 40 names FTEC does not hold

Where each fund's weight sits

FTEC
IGM
shared with the other fundheld alonenot covered by the filing (cash, futures, bonds)

Largest sectors for both funds

Technology
93.9%
94.8%
Healthcare
1.9%
1.2%
Communication Services
0.0%
1.4%
Basic Materials
1.0%
1.0%
Consumer Cyclical
1.0%
0.6%
Industrials
0.4%
0.0%

The widest gap is Communication Services: IGM has 1.4 points more of it.

The figures side by side

FTECIGM
Filing dateApr 30, 2026Jun 30, 2026
Stock positions reported272273
Weight of the ten largest58.7%58.1%
Largest positionNVDA 18.0%GOOGL 8.0%
Held alone39 positions, 1.8%40 positions, 17.4%
Covered by stock positions100%100%

Holdings they share

StockIn FTECIn IGMCounted
NVDANVIDIA Corp17.97%7.96%7.96%
AAPLApple Inc14.36%7.91%7.91%
MSFTMicrosoft Corp9.53%7.49%7.49%
AVGOBroadcom Inc5.01%7.60%5.01%
MUMicron Technology Inc2.63%5.46%2.63%
AMDAdvanced Micro Devices Inc2.59%4.13%2.59%
INTCIntel Corp1.99%2.87%1.99%
CSCOCisco Systems Inc1.66%2.02%1.66%
LRCXLam Research Corp1.49%2.36%1.49%
AMATApplied Materials Inc1.44%2.50%1.44%

What each holds alone

The heaviest positions one fund reports and the other does not.

Only in FTEC

SANDISK CORP/DE0.80%
FLEX LTD0.25%
CLEARWATER ANALYTICS HOLDINGS INC0.11%
FROGJFrog Ltd0.08%
KULICKE & SOFFA INDUSTRIES INC0.08%
KLAVIYO INC0.04%
BLKBBlackbaud Inc0.03%
ADTNADTRAN Holdings Inc0.02%
ALPHA & OMEGA SEMICONDUCTOR LTD0.02%
EFOREverforth Inc0.02%

Only in IGM

GOOGLAlphabet, Inc.7.98%
METAMeta Platforms, Inc.4.16%
SNDKSandisk Corp.1.47%
NFLXNetflix, Inc.1.31%
SHOPShopify, Inc.0.61%
FLEX LTD.0.26%
ELECTRONIC ARTS, INC.0.20%
TTWOTake-Two Interactive Software, Inc.0.19%
CLSCelestica, Inc.0.18%
RBLXROBLOX Corp.0.16%

Questions people ask

Is FTEC the same as IGM?

68.9% of their weight sits in the same 233 holdings. FTEC also reports SANDISK CORP/DE, FLEX LTD, CLEARWATER ANALYTICS HOLDINGS INC, which the other does not. IGM also reports GOOGL, META, SNDK, which the other does not.

How is the overlap between FTEC and IGM measured?

For every stock both funds report, the smaller of the two weights counts, and the sum is the overlap. The reported positions cover 100% of FTEC and 100% of IGM, so the number cannot exceed the smaller coverage.

Which holds more, IGM or FTEC?

FTEC reports 272 stock positions and IGM reports 273. 1.8% of FTEC's weight sits in names IGM does not hold, and 17.4% of IGM's weight in names FTEC does not hold. The ten largest positions are 58.7% of FTEC and 58.1% of IGM.

How do FTEC and IGM differ by sector?

The widest gap is Communication Services: IGM has 1.4 points more of it. Sectors come from each holding's SIC code in its SEC record, summed by the weight the fund reports.

Where do the numbers come from?

From each fund's own N-PORT filing to the SEC, which lists every position and its weight. The comparison uses every equity position the fund reports; cash, futures and bonds are not counted, which is why a coverage figure sits next to every result. Holdings change between filings.

Other pairs with these funds

FTEC against other funds in the table

Add a third fund in the tool·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.